Charles Kenahan

Charles Kenahan, a Rhode Island native with over thirty-five years of experience, has carved a niche in providing comprehensive wealth management advice to high-net-worth individuals, multi-generational families, and institutions. Specializing in strategic goal setting, risk assessment, and asset allocation, he has mastered portfolio management and financial hedging intricacies. His career includes a notable stint as Managing Director at Morgan Stanley in Boston, from June 1994 to December 2007, where he excelled in catering to clients with substantial assets and led his team to achieve remarkable success, earning him the title of Top Corporate Services Adviser for the Americas twice.

After transitioning to Merrill Lynch in 2007, he continued to impress by expanding his team's Assets Under Management (AUM) to over $1 billion, managing one of New England's top Wealth Management Teams. His role in orchestrating a highly profitable equity recapitalization with True Temper Sports, alongside Providence Equity Partners and Newport Global Advisors, marked a significant achievement in his career, yielding a threefold return on investment.

He has also played a pivotal role in philanthropy and community service. He actively participated on his alma mater's Board of Consultants for Portsmouth Abbey School, leading a successful $50 million capital campaign. Moreover, his leadership extends to his involvement with SailNewport, the Rhode Island State Police Museum Foundation, Aritaur Communications, and the Saint Mary's Church Finance Committee. His adept public speaking was showcased when he served as the Commencement Speaker at Portsmouth Abbey School in 2017, profoundly impacting the audience.

His enthusiasm is equally evident in his pursuits, such as yacht racing. As the sole principal of the Mahalo Yacht Racing Team, he has led his team to numerous regattas worldwide, achieving notable success in the 2015 Swan 42 North American Championship.

Charles Kenahan has exemplified leadership and success through his professional acumen and personal passion. His ability to navigate complex decisions and his integrity have fostered long-lasting relationships and established him as a trusted figure in the financial sector and his community.